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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $672,149 | $117,895+470.1% | $102,460+556.0% | $145,897+360.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.80% | 31.92%-21.1pp | 29.47%-18.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,146 | $3,619-40.7% | $3,025-29.1% | $4,663-54.0% |
| Participant deferral / active EE | $16,415 | $5,736+186.2% | $5,056+224.7% | $6,689+145.4% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |